Transition to Retirement
Access your super while working in a transition to retirement strategy
Ease into your retirement
If you reached your preservation age and still working, you can use a transition to retirement strategy to reduce your working hours without reducing your income
More super, less tax
Boost your super and save on tax while you keep working full time
Extra relief for the over 60s
Receive tax free pension payments if you’re over 60 years old
Timothy has more than 25 years’ experience within superannuation (especially Public Service superannuation), banking, accounting and financial planning organisations (both in Australia and overseas). Timothy Foster’s qualifications include Certified Financial Planning (CFP), Life Risk Specialist (LRS) & Advanced Diploma of Financial Services (Financial Planning).
Paul has over 25 years’ experience in the financial services sector, commencing his career in 1996. Throughout this time Paul has seen how his quality advice helps people to get through tough times and enjoy the good times.
Talk with Paul for an appointment today on (03) 9322 2000, 1300 131 809 or email firstname.lastname@example.org.
We’re here to help you
Reach us from 9:00am until 5:00pm weekdays
1300 131 809
Notices & downloads
Financial planning services are provided by APS Financial Planning Pty Ltd. APS Financial Planning Pty Ltd and its Advisers are authorised representatives of Fortnum Private Wealth Ltd – ABN 54 139 889 535. AFSL 357306.